WO2004084042A2 - Messaging and document management system and method - Google Patents
Messaging and document management system and method Download PDFInfo
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- WO2004084042A2 WO2004084042A2 PCT/US2004/008325 US2004008325W WO2004084042A2 WO 2004084042 A2 WO2004084042 A2 WO 2004084042A2 US 2004008325 W US2004008325 W US 2004008325W WO 2004084042 A2 WO2004084042 A2 WO 2004084042A2
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- H—ELECTRICITY
- H04—ELECTRIC COMMUNICATION TECHNIQUE
- H04L—TRANSMISSION OF DIGITAL INFORMATION, e.g. TELEGRAPHIC COMMUNICATION
- H04L51/00—User-to-user messaging in packet-switching networks, transmitted according to store-and-forward or real-time protocols, e.g. e-mail
- H04L51/21—Monitoring or handling of messages
- H04L51/212—Monitoring or handling of messages using filtering or selective blocking
Definitions
- the present invention relates in general to communications systems and methods. More specifically, it relates to a system and method that enables the public to send and receive electronic mail and messages over the Internet with assurances of delivery, security, privacy, priority and manageability.
- the Internet has produced a revolutionary change in the sharing of information.
- the growth in electronic, or "e" mail, over the Internet has been spectacularly robust, with similarly strong future expansion forecasted.
- Email use is exploding because of the proliferation of computing devices of various types, arid because of the greater availability of, and access to, telecommunications bandwidth.
- An estimated 31 billion email messages were sent daily during 2002, and that number, increasing by more than 20% per year, is expected to exceed 60 billion per day in
- wanted email is, by itself, causing an ever-increasing overload problem.
- wanted emails i.e., those recipients deem of value, whether solicited or unsolicited in nature.
- that volume of wanted email is expected to reach 36 billion per day in 2006.
- Direct mail marketing has been an accepted and effective way of advertising and promoting goods and services for many years., both to consumers and to businesses. Its electronic counterpart has the potential — as yet unrealized — to grow and develop similar levels of acceptability and commercial effectiveness.
- the email security process that now exists is inadequate and impedes expanded usage of the Internet for many potential commercial purposes.
- Many email applications have encryption procedures, but their procedures are too complex for many email users, or not reasonably and/or generally available in needed situations. As such, email security represents another problem looking for an effective solution.
- HIPAA U.S. Federal Health Insurance Portability and Accountability Act
- ISP Internet Service Provider
- Brightmail a software filter service
- the filtering rules and software are controlled by the ISP, and the existence of this filter was even unknown to at least some of its customers when the filter was initially activated.
- Some, but not all, unsolicited email is blocked.
- unsolicited-and-wanted email is blocked, and some unsolicited- and-unwanted email still comes through.
- Even worse, some wanted (and solicited and expected emails) are also blocked, and a recipient does not know at the time that they have been blocked.
- U.S. Postal Service U.S.P.S.
- U.S.P.S. U.S. Postal Service
- the U.S.P.S. process requires a sender to leave his own email application, go to the U.S.P.S. website, and compose a letter there.
- the U.S.P.S. then prints the document out, puts it in an envelope, applies postage and physically delivers it.
- a one-page letter produced in this fashion costs the sender 50 cents.
- this system is still mostly a physical, non-electronic process with all the limitations inherent in physical mail delivery.
- the recipient cannot make use of his electronic mailbox (that is, his email application) to receive the document.
- Fig. 1 is a block diagram of an ePost Office and ePostal Internet communication system constructed and operated according to the present invention
- Fig. 2 is a flow chart for Sender ePostal operations including Sender ePostal software according to the present invention used in the system shown in Fig. 1
- Fig. 3 is a flow chart for ePostal server software according to the present invention operating as an ePost Office communicating over the Internet between the Sender and Recipient as shown in Fig. 1;
- Figs. 4A and 4B are flow charts for Recipient ePostal operations with and without, respectively, Recipient ePostal software according to the present invention used in the system shown in Fig. 1 ;
- Fig. 5 is a view corresponding to Fig. 1 of alternative embodiments of this invention where Sender and Recipient do not have the ePostal software shown in Figs. 2 and 4A on the computer they are presently using, but have ePostal accounts, and can send and receive eLetters through the ePostal system at the ePost Office window, or ePostal website;
- Fig. 6 is a flow chart of the Sender ePostal operational interactions at the ePost Office "window," or ePostal website, according to the present invention for use in the embodiment shown in Fig. 5;
- Fig. 7 is a flow chart of the Recipient ePostal operational interactions at the ePost Office "window," or ePostal website, according to the present invention for use in the embodiment shown in Fig. 5;
- Fig. 8 is a view corresponding to Figs. 1 and 9 of another embodiment of the invention where, within a network, elements of ePostal operations according to the invention are shared between both the Sender/Recipient level and the network server level;
- Fig. 9 is a view corresponding to Fig. 1 of another embodiment of the invention using various modes of connection to the Internet; and Fig. 10 is a view corresponding to Fig. 1 of another embodiment of the invention showing an option of physical delivery to the Recipient.
- Fig. 1 shows a communication system 10 according to the present invention that connects many system users (although only two are shown) who are, with respect to any given transaction, either a Sender 12 of electronic mail ("email") and attached documents or files, or a Recipient 14 of that email and attached documents or files.
- the communication system 10 is described herein as an "ePostal Service” and the email carried on the system 10 and handled according to the present invention is also referred to herein as an "eLetter", "document”, or simply, "mail”. (The term “eLetter” is used only when an email will be or has been processed by this invention.)
- a given Sender 12 can send the same email to one designated Recipient 14, or multiple Recipients 14.
- a given Recipient if a user of the ePostal system, can also be a Sender of his own email.
- the illustrated Sender 12 can be a Recipient 14, and vice versa.
- the system 10 includes known telecommunication links 16 between each Sender or Senders 12 and the Internet 18 via a Sender ISP 19 and between the Internet and each Recipient or Recipients 14 via a Recipient ISP 19.
- the Sender and Recipient may typically use computing and processing devices known as p.c.'s (personal computers), as shown in Fig. 1 as connected to Internet email and access through an ISP 19, but they can use other computing and processing devices such as servers and hand-helds as well as p.c.'s.
- These user interfaces devices are termed herein generally as "terminals”. It will be understood that the terminals can have varying degrees of intelligence, from what are essentially I/O devices to devices that provide substantial information processing using resident and/or downloaded software. In particular, the terminals can operate as a component of a network with a server and/or in conjunction with other linked computers and software, to provide the operating functions described below characteristic of this invention.
- the terms "Sender” and “Recipient” as used herein therefore mean the terminal and software operable on or through that terminal.
- Fig. 9 although this description in Fig. 1 refers to an ISP 19 as an intermediary between the Sender/Recipient and the Internet, the actual type of email and Internet access server connection can be any existing alternative which provides such services to the Sender/Recipient, such as the email and Internet access servers of corporate intranets or other networks such as extranets, LANs or the like. Conventional firewalls and filters are typically present in this system. Also as shown in Figs. 9 and 10, the specific type of physical telecommunications connection can also use a number of alternatives, such as telephone, cell, DSL, cable, satellite or other form of wireless communications, and even physical delivery (Fig. 10).
- the present invention uses, complements and augments the basic, known SMTP Internet email and Web messaging HTTP systems.
- Internet is intended to include both.
- the present invention features an ePost Office 20 (Fig. 1).
- the ePost Office 20 is a server, or set of servers, running the exemplary software 24, 24' shown in Figs. 3, 4B, 6 and 7, and connected into the Internet by telecom links 16. While the ePost Office 20 will be described as a server running postal software 24, 24, it will be understood that the server can be plural servers or equivalent hardware and software.
- the terms "ePost Office”, ePO", “postal server” and “postal server and software” encompass all these variations and other known equivalents.
- the ePost Office 20 communicates and coordinates with and between the Sender 12 and Recipient 14 p.c.'s, servers or the like (the Sender and Recipient Terminals) that run exemplary software 22, 26 of Figs. 2 and 4a, which is, in a preferred form, installed on the Sender 12 and Recipient 14 p.c.'s or servers, respectively.
- the operation of the ePost Office 20, in interaction with the ePostal software 22, 26 at the Sender 12 and Recipient 14 terminals, utilizes both the basic Internet email SMTP system and the standard Web messaging HTTP system.
- the ePostal component software 22, 26 installed and/or operable on the Sender and Recipient p.c.'s or servers is compatible with the operating system and the application (email and browser) software on those p.c.'s or servers.
- This software 22, 26 is installed, e.g. in conjunction with the Sender and/or Recipient opening an account with the ePostal Service, e.g. at least in part by downloading.
- the Sender 12 in Fig. 1 can choose to send his email over the Internet either in the conventional manner, or using the ePost Office 20.
- the Sender and Recipient need to do little more in the form of the invention shown in Fig. 1 than what they do in sending or receiving a conventional email.
- the Sender 12 opens the email application SI and creates an email, Step S2, as usual (with or without attachment) within his own email application.
- the Sender 12 needs only to click (Step S3) on an icon and proceed through (Step S4) an easy to follow set of selections of services he wants applied to his email by the ePostal system, clicking to continue, confirm and send the eLetter from the Sender's own p.c, all electronically and apparently the same to the Sender, via the Sender's own ISP 19, the Internet 18, and the Recipient's ISP 19, to the Recipient 14, as shown in Fig. 1.
- An exemplary Sender software 22 according to the present invention as installed or operable on a Sender p.c, or the like, is shown and described in Fig. 2.
- the Sender software 22 reflects that the Sender has subscribed to the ePostal Service and has an account with it.
- Exemplary software 24, 24' according to the present invention that implements the ePost Office 20 in a manner according to the present invention are shown and described in Figs. 2, 3, 4B, 6, and 7, respectively.
- An exemplary Recipient software 26 according to the present invention as installed on the Recipient p.c. 14, or the like, is shown and described in Fig. 4 A.
- the Recipient software 26 reflects that the Recipient has subscribed to the ePostal Service and has an account with it.
- this software 22, 24, 24' and 26 will depend on the operating environment, e.g., the nature of the hardware, system and application software, the nature of the communications system and its operating protocol, interfaces, and the use of features such as encryption, filters, and firewalls.
- Users of the ePostal System can have different combinations of operating systems and email and browser software.
- This invention uses interfaces, add-ins, or various sets of procedures and programming each for interfacing with different combinations of sender or recipient operating systems and application (email and browser) software, which also function to interface through the links with the postal server 20.
- the ePost Office 20 and its software 24, 24' in cooperation with the software 22 and 26, accomplishes the mail processing functions of the traditional postal services in a completely electronic process. More specifically, the present invention, as delineated in detail in Figs. 2, 3, 4, 6, and 7, operates to provide: • Assistance to Senders 12 in selecting services to be provided
- Sender 12 exemplary software 22 as disclosed in or with reference to Fig. 2 include: • Assisting Sender 12 at S4 within his own email application in selecting which ePostal services are applied to his email such as:
- Sender 12 o Sending eLetters to ePost Office 20 o Sorting sent eLetters into special ePostal folders • Tracking returned notifications to associated sent eLetters
- ePost Office 20 (“ePO" is an abbreviation for ePost Office) exemplary software 24,24' as disclosed in or with reference to Figs. 3, 4B, 6 and 7 involve managing all processing and administrative operations at ePost Office 20 including:
- this invention can offer Sender 12 the option to have his eLetter, after being processed by the ePost Office 20 in any of the ways mentioned herein, printed to hard copy, sealed in an envelope and physically delivered to Recipient 14.
- Recipient 14 exemplary software 26 as disclosed in or with reference to Fig. 4A include: o Identifying all eLetters as they are received by Recipient 14 o Sorting and separating eLetters apart from all other email either by default or by other Recipient 14 customized instructions, such as into special ePostal Inboxes
- Recipients 14 that do not have ePostal accounts and the exemplary software 26 as disclosed in or with reference to Fig.4A can also receive email and access eLetters processed through the ePost Office 20, as shown in Figs. 3 and 4B.
- the email from Sender 12 received by a Recipient 14 without ePostal account and software has limited benefits from the ePostal system beyond screening for technical and content risk.
- such non-account Recipient 14 cannot verify the email was actually processed by the ePost Office, or is from the Sender 12. Therefore the email lacks the related security benefits of the ePostal system 10, much like regular email.
- this email can offer such non-account Recipients 14 an option for verifying that the email was from Sender 12 and processed by the ePost Office 20.
- the email can provide the non-account Recipient 14 a code which enables the Recipient 14 to see Sender's 12 eLetter at the ePost Office window, or website 20.
- These eLetters have many of the features and benefits of the ePostal system such as technical and content screening, value and priority indicators, authentication of Sender's 12 terminal, certification of Sender 12, encryption and pre-paid replies to Sender 12, but also the significant limitations associated with not being received by and residing in Recipient's 14 own email application.
- FIG. 5 Another feature of this invention as shown in Fig. 5, like traditional postal services, is that the Sender 12 can "go" to the ePost Office 20 to mail/send his eLetters, and Recipient 14 can "go” to the ePost Office 20 to pick up his eLetters from an ePO "box."
- An example of where this would be valuable is when Sender 12 and Recipient 14 are away from their terminals that have ePostal software 22, 26. Using any terminal with a web browser, as shown in Figs.
- Sender 12 and Recipient 14 can "go" to the ePost Office 20 to mail/send eLetters and pick up eLetters from an ePO "box" even though they do not have ePostal software installed on any terminal but as long as they have opened ePostal accounts at the ePO website.
- Sender 12 and Recipient 14 using any terminal with a web browser, as shown in Figs. 6 and 7, can go to the ePO website, log in, and access their account information and tools for sending eLetters and for reading, forwarding, or otherwise handling the eLetters that are held at the ePO for Recipient 14.
- Senders 12 and Recipients 14 can have connection to email and Internet access services other than through an ISP, such as from within a corporate intranet or some other organizational network.
- Fig. S shows the corporate intranet example of this non-ISP connection, wherein ePostal software can operate not only at individual Senders' 12 terminals, but also at corporate servers.
- corporations are a typical environment for such networks and servers, as is well known, networks of varying size and capabilities operating with varying protocols are used by many entities. For convenience, they are included herein by the terms "corporate”, “corporate network”, “corporate internet”, and "corporate server".
- Such a system configuration would include: management of available ePostal features, administration of the company's total ePostal credits, communications with the ePost Office 20, and various related data collection and retention activities.
- Network ePostal software 28 would assist those Information Systems 17 and the Corporate eMail Servers 13 to prepare, send and provide ePostal services (including ePost Office "postage metering") for business documents sent in the form of eLetters such as customer bills and announcements.
- ePostal services including ePost Office "postage metering"
- a business and its employees can also be Recipients 14, as well as Senders 12, residing within the same corporate network.
- the Network ePostal software 28 works with both the Recipient ePostal software at Recipients 14 and with the Corporate eMail Servers 13, both the corporate network and the ePostal operations can be more effective and efficient.
- Network ePostal software 28 referred to in Fig. 8 and discussed above can assist at the network server level not only with business intranets but also with other organizational and ISP networks, where exact features and programming of Network ePostal software for a specific network would vary depending on the network technical configurations and the organizational needs.
- Senders 12 pay to use the ePostal services, just as with conventional postal services, and can obtain different levels of services for different fees.
- This in itself has the advantage of prioritizing the email, not only in contrast with all conventional email, but also between eLetters of the ePostal system itself.
- the payment aspect limits the usage of the system, which provides an automatic market solution to the problem of the increasing volume of "free" email traffic; as discussed earlier, this traffic noise has two components: 1) the overload of legitimate and wanted email, and 2) the unwanted, nuisance email.
- Senders are interested in solving problems pertaining not only to email volumes, but also email quality.
- Senders seek the greater options of security that are inherent and optional with the ePostal system; they also can enjoy the benefits of differentiated, secure/encrypted and tracked emails, more productive email management, ease of use, general accessibility, and support in business intranets and other networks. Certain Senders 12 will pay to process their most important email through the ePostal system because of "value": value not only to Senders 12 but also to Recipients 14.
- Recipients 14 are far more likely to open eLetters than other regular email. First, only the ePostal system offers its unique set of premium email services. Second, Recipients will expect to receive more value and suffer less risk in opening eLetters from the ePostal system than in opening regular email, h general, the ePostal system successfully addresses for the Recipient the Internet mail problems and opportunities of general security, legitimate overload, priority management, encryption, tracking, ease of use, and nuisance email. Some of the many reasons include the following: » Recipient 14 knows that Sender 12 considers the eLetter important enough to pay to send to Recipient, unlike all of Recipient's other regular, free email. That is, Sender 12 is willing to give up something of value in order to have Recipient 14 open his eLetter, where as senders of other regular "free" email are not.
- Recipient 14 knows eLetters are screened for technological risk (viruses and worms) and content risk (offensive material) during processing at the ePost
- Recipient 14 knows each eLetter has an authentication of Sender's 12 terminal and email address. More specifically, Recipient 14 will know that his own terminal has verified that the eLetter came from the ePost Office, which earlier verified the original email was from Sender's terminal and can even certify the individual Sender. The ePost Office also gives each eLetter a date and time stamp of processing which can be verified. Recipient could also request Sender to have the ePostal system deliver a hard copy of the eLetter to Recipient.
- Recipients 14 also find it easier and quicker to scan, review, read and manage eLetters, due to features such as:
- - eLetters can be collected upon receipt and placed in a special ePostal folder (or various ePostal folders organized by ePostal priority, Sender address, industry, etc.) in the Recipient's email application.
- a specified ePostal folder can even open by default.
- Recipient can rent an ePostal mail box at the ePost Office website in which his incoming eLetters can be held during that time. Using another terminal with a web browser, Recipient can access his account and ePostal website tools to read (and send) his eLetters. o As to encrypted eLetters, Recipient 14 knows it is quick and easy without special computer knowledge to receive, decrypt and read encrypted eLetters processed through the ePostal system. The system will also help Recipient archive encrypted eLetters for content verification purposes. This is of significant value where encrypted email is required in highly dispersed, regulated situations such as the health care industry due to HIPAA, and where ease of use is important.
- the ePostal system does not interfere with the Recipient 14 receiving all his regular email and will not delete any of the Recipient's non-ePostal email, unless Recipient chooses otherwise. It will not interfere with his other email security measures. However, the ePostal system can, if Recipient chooses, sort out and place all non-ePostal and non-Address
- Recipients 14 with an ePostal account besides having the full range of ePostal features available for receiving and managing eLetters, can be credited an economic incentive to open eLetters. This credit can be used by
- Recipient to send his own eLetters through the ePostal system, or after a certain credit balance is reached, it can be given to the Recipient periodically.
- Differentiated eLetters The ePostal system marks the eLetter with distinguishing priority and service indicators.
- Sender 12 knows, when Recipient 14 scans his email log, Recipient will see not only that the eLetter has been processed by the ePostal system (and therefore known by Recipient to be secure, credible, and important enough for Sender to pay for its delivery) but also these priority and service indicators differentiate it from all the other regular "free" email that Recipient has in his Inbox, and from other lesser priority (and lesser cost) eLetters that have come through the ePostal system.
- Sender knows Recipient understands the eLetter has minimal risk from viruses and offensive material, and the eLetter' s Sender is verified.
- Sender also realizes that Recipient can sort eLetters to make them more easily viewable and accessible. Therefore, Sender knows Recipient is far more likely to open and read ePostal eLetters than regular email. Essentially, the effect of all these features (priority indicators, sorting and security) is to put Sender's eLetter "on top" of Recipient's pile of regular email. An appropriate analogy is choosing overnight delivery rather than conventional mail, but not because of faster delivery ⁇ but because Recipients are more apt to look at and open premium delivered "mail containers" before they open regular mail.
- eLetters can be securely encrypted by Senders 12 in an extremely quick, easy, and generally available way. Senders do not need to obtain and distribute special digital keys to whomever they might need to dash off an important, encrypted email. This presents a new, very valuable option to Senders who require secure, encrypted communications such as mentioned earlier about HIPAA and the health care industry.
- Senders, as well as Recipients 14, can archive encrypted eLetters for content verification purposes.
- Sender 12 can request notification of eLetter receipt opening by Recipient 14. It serves as a valuable record for Sender which can be linked to 'v Sender's original eLetter. This is enormously important in facilitating arrangements between businesses and their customers and clients concerning the exchange of information by the Internet. With such records, businesses can finally link their electronic systems to reliable electronic delivery and tracking systems, creating enormous cost savings, especially with ePostal system's generally available security measures.
- Recipients will not only perceive value but also can receive incentives for receiving/opening eLetters, which gives Senders 12 even greater assurance Recipients will open their eLetters. Senders can also prepay for responses from Recipients to their eLetters back through the ePostal system which should appeal to Recipients and increase such responses (and value) for Senders.
- Sender's email application Sender's sent eLetters can be automatically managed into special folders by priority, Recipient 14, etc., separating them from his regular sent email. And when Sender is not at his own terminal, he can access at the ePO website his ePostal account and tools for sending (and receiving) eLetters.
- Senders 12 will appreciate ePostal features, businesses and other organizations especially will value not only the differentiated, secure, encrypted, and tracked email capabilities, but also the enhanced overall communications management effectiveness of the services when ePostal network-level software is working directly with their network level email and Internet access servers and other business information systems. The subsequent result is that this invention offers very significant benefits for email users, both senders and recipients, and individuals and businesses.
- companies will be able, by including the features of this invention on their employee work stations and at their corporate servers, to obtain — as senders — the benefits of differentiated, secured and tracked emails. Moreover, as recipients, they will benefit from regaining control over their networks by being able to filter, categorize, distribute and eliminate (where appropriate) incoming emails. The result will be reductions in unnecessary processing, technical risk and bandwidth use, accompanied by improved email productivity for all employees. In addition to businesses, networks for other organizations and ISPs would also benefit by including features of this invention on their network servers.
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Abstract
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Priority Applications (6)
Application Number | Priority Date | Filing Date | Title |
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JP2006507332A JP4989218B2 (en) | 2003-03-17 | 2004-03-17 | Message and document management system and method |
EP04757625A EP1606720B1 (en) | 2003-03-17 | 2004-03-17 | Messaging and document management system and method |
CA2514836A CA2514836C (en) | 2003-03-17 | 2004-03-17 | Messaging and document management system and method |
MXPA05008750A MXPA05008750A (en) | 2003-03-17 | 2004-03-17 | Messaging and document management system and method. |
BRPI0407809-8A BRPI0407809A (en) | 2003-03-17 | 2004-03-17 | communication system that transmits electronic mail and communication method for electronic mail, between multiple sender and receiver terminals and that uses and expands the internet |
ES04757625T ES2396381T3 (en) | 2003-03-17 | 2004-03-17 | Management system and method for sending messages and documents |
Applications Claiming Priority (2)
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US45513203P | 2003-03-17 | 2003-03-17 | |
US60/455,132 | 2003-03-17 |
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WO2004084042A2 true WO2004084042A2 (en) | 2004-09-30 |
WO2004084042A3 WO2004084042A3 (en) | 2005-03-17 |
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PCT/US2004/008325 WO2004084042A2 (en) | 2003-03-17 | 2004-03-17 | Messaging and document management system and method |
Country Status (10)
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US (1) | US7502828B2 (en) |
EP (1) | EP1606720B1 (en) |
JP (2) | JP4989218B2 (en) |
CN (2) | CN102170406B (en) |
BR (1) | BRPI0407809A (en) |
CA (1) | CA2514836C (en) |
ES (1) | ES2396381T3 (en) |
MX (1) | MXPA05008750A (en) |
RU (1) | RU2363981C2 (en) |
WO (1) | WO2004084042A2 (en) |
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Also Published As
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CA2514836A1 (en) | 2004-09-30 |
CN1771489A (en) | 2006-05-10 |
CN102170406A (en) | 2011-08-31 |
EP1606720A2 (en) | 2005-12-21 |
US7502828B2 (en) | 2009-03-10 |
WO2004084042A3 (en) | 2005-03-17 |
MXPA05008750A (en) | 2005-09-20 |
CN102170406B (en) | 2014-04-23 |
EP1606720A4 (en) | 2008-07-30 |
RU2005125609A (en) | 2006-05-27 |
ES2396381T3 (en) | 2013-02-21 |
JP2012069145A (en) | 2012-04-05 |
RU2363981C2 (en) | 2009-08-10 |
JP4989218B2 (en) | 2012-08-01 |
JP2006521753A (en) | 2006-09-21 |
CA2514836C (en) | 2015-06-09 |
BRPI0407809A (en) | 2006-02-14 |
EP1606720B1 (en) | 2012-10-24 |
US20040202294A1 (en) | 2004-10-14 |
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